Advisor at Beacon Park Capital, LLC
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Firm
Beacon Park Capital, LLC
Location
Los Altos, CA
Credentials
Series 65
Industry experience
6 years
Parthiv Sangani is a financial advisor at Beacon Park Capital, LLC, holding a Series 65 credential with six years of industry experience. Prior to his advisory role, he worked at GoDaddy from 2013 to 2019. Beacon Park Capital is a small, independent advisory firm serving individuals, family offices, trusts, and estates through separately managed accounts. The firm offers a concentrated Long Term Growth strategy and a Tailored Strategy, with a focus on discretionary portfolio management and performance-based compensation for certain clients.
Based on Beacon Park Capital, LLC
$0+: Long Term Growth Strategy: 1.5% per annum (0.375% quarterly) plus 25% performance fee over S&P 500 (Hurdled Performance Fee) OR 1.0% per annum (0.25% quarterly) plus 20% performance fee over 8% annual return (Standard Performance Fee) $0+: Tailored Strategy: Fees generally do not exceed 1.5% per annum; fees are negotiated and agreed upon with each client individually
Performance fees for Long Term Growth Strategy: 25% of net capital appreciation over S&P 500 hurdle or 20% over 8% hurdle, depending on fee structure selected by client
Account minimum: $1,100,000 Fee-only: Advisory fees as described above; no commissions received
Los Altos, CA
California · Texas
GoDaddy
2013 - 2019 (6 years)
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Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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